What You Can Customize

Each RiskProfile question includes simple controls you can adjust:

• Visibility – Use the Visible toggle to show or hide the question

• Required – Use the Required toggle to make the question mandatory

Changes apply immediately to the RiskProfile once saved.

Labels

Tailor the intake questions to change how the question appears on the RiskProfile.

You can rename questions directly in the Label field.

• Label updates change how the question appears on the Risk Profile

• Underlying data and integrations are not affected

Visibility & Required Rules

To prevent broken forms and integration issues, a few rules are enforced.

1. Required Questions Must Be Visible

• Turning Required on automatically requires the question to be Visible

• If a required question is hidden, you’ll be blocked from saving

2. Integration-Required Questions

Some questions are required by third‑party integrations (such as AgencyZoom or EZLynx).

• These questions have toggles that appear greyed out in the list

• Greyed out Visible and Required toggles are disabled

• Hovering your cursor over the question to see which integration requires it

These rules ensures required data continues to sync correctly to integration partners

Parent & Child Questions (Sub‑Questions)

Questions with a dropdown arrow include sub‑questions.

How it Works

• Click the dropdown arrow on the right to view child questions

• Child questions depend on the answers from parent question

• If a parent question is hidden, all child questions must also be hidden

• A child question can be Required even if the parent is not

• You may be prevented from saving changes if a parent is hidden while a child remains visible

This keeps forms clear and prevents invalid configurations.

Saving Changes

If a change breaks one of the rules above, you may prompted to fix it before saving. This helps prevent:

• Broken Risk Profiles

• Missing integration data

What’s Next

This is the first phase of Risk Profile Form customization. Future updates will include:

• Custom questions

• Expanded logic options

• Templates & Defaults

• Additional form flexibility

FAQs 💬